Contrarian investing in gold and silver, starting in 1968 with gold at $35/oz, has proven effective against US dollar devaluation due to excessive war spending.
Measuring market sentiment is crucial for identifying contrarian opportunities, such as selling gold in 2008 when bullish and buying in 1999 when sentiment was low.
Mining stocks are currently the cheapest relative to gold in history, offering potential 10-30x returns in the junior mining sector.
Silver is currently the cheapest and most hated precious metal, presenting a unique opportunity for investors.
Orogenic gold deposits, like Fosterville and New Found Gold, are high-grade, nuggety, and cash flow positive, but require continuity and homogeneity in drilling to be economic.
Mining is one of the three ways to create wealth, alongside growing and manufacturing, potentially providing a windfall for safe jurisdictions like Canada.
Trump’s administration could benefit US mining by eliminating red tape and advancing projects stalled for 10-15 years.
The US has $37T in funded debt and $200T in unfunded debt, necessitating a return to a fixed money standard for economic stability.
BRICS nations formed in reaction to the dysfunctional Western debt-based system, seeking to create an alternative economic framework.
JD Vance suggested Europeans initiated the Ukraine war, with sanctions negatively impacting the EU economy and potentially leading to Germany considering its own nuclear arsenal.
Physical gold serves as an insurance policy against impending financial chaos.
10-cent mining stocks could potentially soar to $5 as money flows back into the sector, with 6-10 serious silver stocks and hundreds of gold stocks available.
Cryptocurrencies are considered insecure and lack stability as a store of value, evidenced by 30% daily price swings.
Implementing Parkinson’s Law by annually firing 5-7% of US government employees could potentially increase efficiency.
Revaluing Fort Knox and West Point gold reserves and passing a balanced budget law could address US debt issues.
The top 1% now controls 92% of wealth, with executive salaries tied to stock performance since the 80s/90s leading to CEOs making 300 times what workers make, compared to 20 times in the past.
The US has printed 40% more money in two years, devaluing savings by 40%, with debt-to-GDP at 125%, nearing the 130% threshold that historically leads to currency events like hyperinflation or collapse.
The Federal Reserve’s only tool to address financial crises is printing more money, which inevitably leads to more inflation, regardless of whether rates are lowered or not.
Bitcoin is a technological innovation enabling digital scarcity, distinct from other cryptocurrencies, and could serve as a more stable and equitable reserve asset than the US dollar.
The Triffin dilemma highlights challenges of maintaining the dollar as global reserve currency, with Bitcoin potentially serving as a neutral asset to address these issues.
Centralized systems like the current financial system are dangerous and prone to manipulation, while decentralized systems with sound money like Bitcoin promote fairness and reduce political strife.
The real estate market is distorted by low mortgage rates locking in current homeowners and high rates making homeownership unaffordable, potentially leading to a crisis if rates are lowered.
The gap between 8% debt growth and 4% GDP growth is unsustainable long-term, likely causing a break in the financial system.
The debt death doom loop occurs when people lose confidence in the bond market, forcing the Fed to buy bonds and effectively print money to pay for debt, leading to a crisis.
The new administration faces challenges balancing America First policies for blue-collar workers with maintaining a strong dollar as the global reserve currency and a robust middle class.
Artificially low interest rates and money printing have led to misallocated capital, inequality, and artificial prosperity for the wealthy, while the average person struggles.
The Federal Reserve’s 2% inflation target is misleading, as real-world prices for essentials like food, insurance, and healthcare have risen far more rapidly.
A leaked Ukrainian intelligence report suggests Zelensky signed a 100-year partnership agreement with UK’s Starmer in January 2021, allegedly granting the UK control over Ukraine’s ports, gas, pipelines, and titanium deposits.
Under Ukraine’s constitution, Zelensky’s extended term beyond the 5-year limit may be illegitimate, with the Speaker of the House potentially being the rightful representative.
Trump is challenging the UK’s claim to Ukrainian assets by questioning Zelensky’s legitimacy and threatening to nullify the 100-year agreement.
The agreement commits the UK to provide £3 billion annually in military support to Ukraine, with potential control over resources after hostilities cease.
Poland, with 1500 tanks, is viewed as the only credible military force west of Ukraine capable of enforcing agreements as potential occupation forces.
European “reassurance forces” in Ukraine are unlikely due to Russian opposition, potentially leading to loss of control over resources to a Russia-friendly government.
A potential global margin call on the gold market threatens LBMA and COMEX, with the US initiating a bank run against the paper gold market.
Trump’s administration prioritizes a $1.3 trillion budget cut through reconciliation before addressing other key issues.
European governments have allegedly canceled elections, cheated, or appointed governments contrary to election results, pushing pro-war candidates against public will.
The European political class, including NATO’s Rasmussen, EU’s von der Leyen, and Estonia’s Kallas, are described as corrupt and aligned with the Davos elite.
Trump aims to defang both Israel and Iran before negotiating a settlement, managing interests of Christian evangelicals and American Jews.
The US has exhausted its budgetary money for regular weapons shipments to Ukraine, forcing the use of seed corn and new weapon production.
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